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UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 401k Plan overview

Plan NameUFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN
Plan identification number 501

UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

UFCW LOCAL NO 431 has sponsored the creation of one or more 401k plans.

Company Name:UFCW LOCAL NO 431
Employer identification number (EIN):421182357
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012018-01-01ROBERT WATERS ROBERT WATERS2019-07-08
5012017-01-01GERALD MESSER GERALD MESSER2018-08-06
5012016-01-01GERALD MESSER GERALD MESSER2017-07-31
5012015-01-01GERALD MESSER GERALD MESSER2016-05-03
5012014-01-01GERALD MESSER GERALD MESSER2015-06-15
5012013-01-01GERALD MESSER GERALD MESSER2014-04-29
5012012-01-01GERALD MESSER GERALD MESSER2013-04-29
5012011-01-01GERALD MESSER GERALD MESSER2012-04-30
5012009-01-01GERALD MESSER GERALD MESSER2010-05-25
5012009-01-01 GERALD MESSER2010-05-24

Plan Statistics for UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN

401k plan membership statisitcs for UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN

Measure Date Value
2023: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,899
Total number of active participants reported on line 7a of the Form 55002023-01-012,112
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-012,113
2022: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,479
Total number of active participants reported on line 7a of the Form 55002022-01-011,894
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-011,899
2021: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,289
Total number of active participants reported on line 7a of the Form 55002021-01-012,474
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,479
2018: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,770
Total number of active participants reported on line 7a of the Form 55002018-01-012,616
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-012,629
Number of employers contributing to the scheme2018-01-010
2017: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,703
Total number of active participants reported on line 7a of the Form 55002017-01-012,756
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-012,770
Number of employers contributing to the scheme2017-01-010
2016: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,801
Total number of active participants reported on line 7a of the Form 55002016-01-012,703
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-012,720
Number of employers contributing to the scheme2016-01-010
2015: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,763
Total number of active participants reported on line 7a of the Form 55002015-01-012,801
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-012,819
Number of employers contributing to the scheme2015-01-010
2014: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,895
Total number of active participants reported on line 7a of the Form 55002014-01-012,763
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,763
Number of employers contributing to the scheme2014-01-010
2013: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,916
Total number of active participants reported on line 7a of the Form 55002013-01-012,895
Total of all active and inactive participants2013-01-012,895
2012: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,951
Total number of active participants reported on line 7a of the Form 55002012-01-012,916
Total of all active and inactive participants2012-01-012,916
2011: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,263
Total number of active participants reported on line 7a of the Form 55002011-01-012,951
Total of all active and inactive participants2011-01-012,951
2009: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,147
Total number of active participants reported on line 7a of the Form 55002009-01-013,307
Total of all active and inactive participants2009-01-013,307

Financial Data on UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN

Measure Date Value
2023 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$11,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$10,600
Total income from all sources (including contributions)2023-12-31$5,365
Total of all expenses incurred2023-12-31$13,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,796
Value of total assets at end of year2023-12-31$187,573
Value of total assets at beginning of year2023-12-31$195,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,581
Total interest from all sources2023-12-31$569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$30,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,796
Participant contributions at end of year2023-12-31$8,323
Participant contributions at beginning of year2023-12-31$12,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$50
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$100
Administrative expenses (other) incurred2023-12-31$506
Liabilities. Value of operating payables at end of year2023-12-31$4,100
Liabilities. Value of operating payables at beginning of year2023-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-8,202
Value of net assets at end of year (total assets less liabilities)2023-12-31$176,477
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$184,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$179,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$183,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$183,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,986
Liabilities. Value of benefit claims payable at end of year2023-12-31$6,996
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$10,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,000
Total income from all sources (including contributions)2022-12-31$14,646
Total of all expenses incurred2022-12-31$21,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,032
Value of total assets at end of year2022-12-31$195,279
Value of total assets at beginning of year2022-12-31$198,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,066
Total interest from all sources2022-12-31$614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,400
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$14,032
Participant contributions at end of year2022-12-31$12,116
Participant contributions at beginning of year2022-12-31$138
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$148
Administrative expenses (other) incurred2022-12-31$666
Liabilities. Value of operating payables at end of year2022-12-31$600
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,420
Value of net assets at end of year (total assets less liabilities)2022-12-31$184,679
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$191,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$183,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$197,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$197,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$10,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,200
Total income from all sources (including contributions)2021-12-31$10,749
Total of all expenses incurred2021-12-31$15,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,115
Value of total assets at end of year2021-12-31$198,099
Value of total assets at beginning of year2021-12-31$203,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,068
Total interest from all sources2021-12-31$634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$2,500
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,115
Participant contributions at end of year2021-12-31$138
Participant contributions at beginning of year2021-12-31$2,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$48
Administrative expenses (other) incurred2021-12-31$68
Liabilities. Value of operating payables at beginning of year2021-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,319
Value of net assets at end of year (total assets less liabilities)2021-12-31$191,099
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$195,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$197,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$201,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$201,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,000
Contract administrator fees2021-12-31$500
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$7,000
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2021-12-31421092253
2018 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,600
Total income from all sources (including contributions)2018-12-31$22,007
Total of all expenses incurred2018-12-31$21,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,986
Value of total assets at end of year2018-12-31$212,945
Value of total assets at beginning of year2018-12-31$215,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,450
Total interest from all sources2018-12-31$1,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,700
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$20,986
Participant contributions at end of year2018-12-31$6,958
Participant contributions at beginning of year2018-12-31$4,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$49
Administrative expenses (other) incurred2018-12-31$50
Liabilities. Value of operating payables at end of year2018-12-31$1,700
Liabilities. Value of operating payables at beginning of year2018-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$557
Value of net assets at end of year (total assets less liabilities)2018-12-31$211,245
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$210,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$205,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$211,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$211,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,000
Contract administrator fees2018-12-31$700
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2018-12-31421092253
2017 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,573
Total income from all sources (including contributions)2017-12-31$21,767
Total of all expenses incurred2017-12-31$27,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,601
Value of total assets at end of year2017-12-31$215,288
Value of total assets at beginning of year2017-12-31$220,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,650
Total interest from all sources2017-12-31$1,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,500
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$20,601
Participant contributions at end of year2017-12-31$4,086
Participant contributions at beginning of year2017-12-31$6,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$49
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$98
Administrative expenses (other) incurred2017-12-31$50
Liabilities. Value of operating payables at end of year2017-12-31$600
Liabilities. Value of operating payables at beginning of year2017-12-31$573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-5,883
Value of net assets at end of year (total assets less liabilities)2017-12-31$210,688
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$216,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$211,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$213,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$213,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,000
Contract administrator fees2017-12-31$1,100
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,000
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2017-12-31421092253
2016 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,100
Total income from all sources (including contributions)2016-12-31$22,340
Total of all expenses incurred2016-12-31$27,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,402
Value of total assets at end of year2016-12-31$220,144
Value of total assets at beginning of year2016-12-31$222,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,450
Total interest from all sources2016-12-31$938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,500
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$21,402
Participant contributions at end of year2016-12-31$6,095
Participant contributions at beginning of year2016-12-31$9,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$98
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$148
Administrative expenses (other) incurred2016-12-31$50
Liabilities. Value of operating payables at end of year2016-12-31$573
Liabilities. Value of operating payables at beginning of year2016-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-5,110
Value of net assets at end of year (total assets less liabilities)2016-12-31$216,571
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$221,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$213,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$212,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$212,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,000
Contract administrator fees2016-12-31$900
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2016-12-31421092253
2015 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,000
Total income from all sources (including contributions)2015-12-31$20,062
Total of all expenses incurred2015-12-31$20,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,308
Value of total assets at end of year2015-12-31$222,781
Value of total assets at beginning of year2015-12-31$225,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,337
Total interest from all sources2015-12-31$754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,175
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$19,308
Participant contributions at end of year2015-12-31$9,707
Participant contributions at beginning of year2015-12-31$753
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$148
Administrative expenses (other) incurred2015-12-31$62
Liabilities. Value of operating payables at end of year2015-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-275
Value of net assets at end of year (total assets less liabilities)2015-12-31$221,681
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$221,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$212,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$225,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$225,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,000
Contract administrator fees2015-12-31$1,100
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,000
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2015-12-31421092253
2014 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,000
Total income from all sources (including contributions)2014-12-31$6,020
Total of all expenses incurred2014-12-31$17,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,238
Value of total assets at end of year2014-12-31$225,956
Value of total assets at beginning of year2014-12-31$234,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,306
Total interest from all sources2014-12-31$782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,175
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,238
Participant contributions at end of year2014-12-31$753
Participant contributions at beginning of year2014-12-31$2,964
Administrative expenses (other) incurred2014-12-31$231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-11,286
Value of net assets at end of year (total assets less liabilities)2014-12-31$221,956
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$233,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$225,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$231,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$231,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,000
Contract administrator fees2014-12-31$900
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2014-12-31421092253
2013 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,000
Total income from all sources (including contributions)2013-12-31$8,734
Total of all expenses incurred2013-12-31$16,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,843
Value of total assets at end of year2013-12-31$234,242
Value of total assets at beginning of year2013-12-31$241,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,005
Total interest from all sources2013-12-31$891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,175
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,843
Participant contributions at end of year2013-12-31$2,964
Participant contributions at beginning of year2013-12-31$2,986
Administrative expenses (other) incurred2013-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$233,242
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$240,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$231,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$238,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$238,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,000
Contract administrator fees2013-12-31$800
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,000
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2013-12-31421092253
2012 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,000
Total income from all sources (including contributions)2012-12-31$15,336
Total of all expenses incurred2012-12-31$17,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,946
Value of total assets at end of year2012-12-31$241,513
Value of total assets at beginning of year2012-12-31$242,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,375
Total interest from all sources2012-12-31$1,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,175
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$13,946
Participant contributions at end of year2012-12-31$2,986
Participant contributions at beginning of year2012-12-31$3,181
Administrative expenses (other) incurred2012-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,039
Value of net assets at end of year (total assets less liabilities)2012-12-31$240,513
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$242,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$238,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$239,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$239,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,000
Contract administrator fees2012-12-31$700
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,000
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2012-12-31421092253
2011 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,000
Total income from all sources (including contributions)2011-12-31$15,278
Total of all expenses incurred2011-12-31$16,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,304
Value of total assets at end of year2011-12-31$242,552
Value of total assets at beginning of year2011-12-31$246,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,180
Total interest from all sources2011-12-31$1,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,100
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,304
Participant contributions at end of year2011-12-31$3,181
Participant contributions at beginning of year2011-12-31$6,199
Administrative expenses (other) incurred2011-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-902
Value of net assets at end of year (total assets less liabilities)2011-12-31$242,552
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$243,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$239,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$240,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$240,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,000
Contract administrator fees2011-12-31$900
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,000
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOORHEAD PATTERSON & CO PC CPAS
Accountancy firm EIN2011-12-31421092253
2010 : UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,000
Total income from all sources (including contributions)2010-12-31$23,252
Total of all expenses incurred2010-12-31$22,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,178
Value of total assets at end of year2010-12-31$246,454
Value of total assets at beginning of year2010-12-31$246,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,524
Total interest from all sources2010-12-31$3,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$990
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$20,178
Participant contributions at end of year2010-12-31$6,199
Participant contributions at beginning of year2010-12-31$8,145
Administrative expenses (other) incurred2010-12-31$234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$728
Value of net assets at end of year (total assets less liabilities)2010-12-31$243,454
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$242,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$240,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$238,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$238,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,000
Contract administrator fees2010-12-31$1,300
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,000
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOORHEAD & CO PC CPAS
Accountancy firm EIN2010-12-31421092253

Form 5500 Responses for UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN

2023: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2018: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UFCW NO 431 VOLUNTARY DEATH BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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